how do I add customers to a memorized transaction

QuickBooks Discussion board - Discussions about the popular financial software by Intuit 

Yahoo!   Google   Windows Live   del.icio.us   digg   Netscape

Subject Author Date how do I add customers to a memorized transaction shaggy.angelis 06-08-2007  Re: how do I add customers to a memorized transact... Allan Martin 06-08-2007  Re: how do I add customers to a memorized transact... shaggy.angelis 06-08-2007  Re: how do I add customers to a memorized transact... Allan Martin 06-08-2007
Posted by shaggy.angelis on June 8, 2007, 10:05 am Please log in for more thread options I have approximately 885 total customers that are billed quarterly. I have set up the different memorized transactions for three different rates that I will need for them, and now I need to know how to add them all to these transactions, especially if I can do so using a filter that puts all customers with a specific partial account number, or even a specific customer type attached to them, into the memorized transactions. Or is there a better or easier way to do that? ..Also I need to be able to combine the customers' invoices from the previous quarter, whether it shows a balance or a credit- if applicable. Any help or advice would be greatly appreciated. Thanks in advance, Chris Posted by Allan Martin on June 8, 2007, 10:24 am Please log in for more thread options >I have approximately 885 total customers that are billed quarterly. I > have set up the different memorized transactions for three different > rates that I will need for them, and now I need to know how to add > them all to these transactions, especially if I can do so using a > filter that puts all customers with a specific partial account number, > or even a specific customer type attached to them, into the memorized > transactions. Or is there a better or easier way to do that? .. I would search for a third party add-on application that can handle the volume of recurring invoices you need. Also > I need to be able to combine the customers' invoices from the previous > quarter, whether it shows a balance or a credit- if applicable. Any > help or advice would be greatly appreciated. No idea what the above means. > > Thanks in advance, Chris > Posted by shaggy.angelis on June 8, 2007, 10:32 am Please log in for more thread options > > > >I have approximately 885 total customers that are billed quarterly. I > > have set up the different memorized transactions for three different > > rates that I will need for them, and now I need to know how to add > > them all to these transactions, especially if I can do so using a > > filter that puts all customers with a specific partial account number, > > or even a specific customer type attached to them, into the memorized > > transactions. Or is there a better or easier way to do that? .. > > I would search for a third party add-on application that can handle the > volume of recurring invoices you need. > > Also > > > I need to be able to combine the customers' invoices from the previous > > quarter, whether it shows a balance or a credit- if applicable. Any > > help or advice would be greatly appreciated. > > No idea what the above means. > > > > > > > Thanks in advance, Chris- Hide quoted text - > > - Show quoted text - Thats what I was afraid of.. thank you very much for your reply. ..And for the portion that you did not understand what I meant- out of those 885 customers, there are still some that have overdue balances, and a few that have paid more than their invoice amount, to be paid in advance for future service from our company. I was told that I would need to make statements for each customer like that, that would combine the previous and current invoices together, either adding the balances together, or offsetting them. Thank you again for your help. Posted by Allan Martin on June 8, 2007, 12:47 pm Please log in for more thread options >> >> >> >I have approximately 885 total customers that are billed quarterly. I >> > have set up the different memorized transactions for three different >> > rates that I will need for them, and now I need to know how to add >> > them all to these transactions, especially if I can do so using a >> > filter that puts all customers with a specific partial account number, >> > or even a specific customer type attached to them, into the memorized >> > transactions. Or is there a better or easier way to do that? .. >> >> I would search for a third party add-on application that can handle the >> volume of recurring invoices you need. >> >> Also >> >> > I need to be able to combine the customers' invoices from the previous >> > quarter, whether it shows a balance or a credit- if applicable. Any >> > help or advice would be greatly appreciated. >> >> No idea what the above means. >> >> >> >> >> >> > Thanks in advance, Chris- Hide quoted text - >> >> - Show quoted text - > > Thats what I was afraid of.. thank you very much for your reply. > > ..And for the portion that you did not understand what I meant- > out of those 885 customers, there are still some that have overdue > balances, and a few that have paid more than their invoice amount, to > be paid in advance for future service from our company. I was told > that I would need to make statements for each customer like that, that > would combine the previous and current invoices together, either > adding the balances together, or offsetting them. QB can print statements. > > Thank you again for your help. > Similar Threads Posted Memorized Transaction Report August 4, 2008, 9:26 pm Memorized Transaction/Auto Fill August 8, 2006, 2:02 pm auto entry memorized transaction question March 14, 2007, 4:10 pm Bi-montly memorized/recurring billing to my customers November 22, 2006, 10:07 pm Memorized reports March 28, 2007, 7:42 pm Memorized reports disappear May 30, 2007, 8:57 pm Save changes to a memorized report? December 16, 2008, 2:28 pm Report on Memorized transactions QB 2005 Mac? July 27, 2006, 8:25 am Memorized Transactions as Reminder Entries December 30, 2008, 2:37 pm transaction reports November 25, 2007, 12:20 pm